Marysville CPA Firm

SOLD

The seller of this Marysville CPA firm is ready to retire. The firm is well-established and well-known in the area. The firm offers a nice mix of services, has a stable client base, and offers a nice cash flow to the owner. The office building is available for continued lease or for sale to the buyer of the business. The seller is willing to assist with the smooth transition of the clients to the new owner!

Asking Price

$197,000

Annual Gross

$179,000

Revenue Breakdown:

26% Accounting, bookkeeping and payroll services

50% Income tax preparation services for individual clients

24% Income tax preparation services for business clients and state tax returns

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How to Buy with Confidence

Our experience in the industry makes the transaction simple.

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Phase 1:

Locating a Firm to Purchase

Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.

Phase 2:

Negotiations and Due Diligence

Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.

Phase 3:

Closing and Transition

Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.

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